Investing in Tax-Free Investments when returns seem flat
So, you’ve been investing in your tax-free investment for the past few years and it seems as if nothing is happening. The only growth you can see is...
Can you invest in a Retirement Annuity if you only have R300 a month to invest?
Picture it - no more need for that alarm clock, no rush hour traffic to deal with, no KPIs or deadlines to meet, and no boss to answer...
How much will I be taxed if I withdraw my pension fund monies?
It’s estimated that before you reach the age of forty, you might already be into your 10th job! By the time you contemplate retirement, that figure will probably...
How Much Money Do I Need To Save Every Month To Retire On R20 000 pm?
At some point everyone reading this blog post would like to put their feet up and stop working altogether. The big question is how much do you need...
Maximise your retirement savings
We would all love to have a sizeable amount of money when we retire, but not all of us know how to go about it. Saving for your...
An introduction to alternative investments
Let’s face it, not all of us love the thrill associated with risk taking and enjoying its rewards. In fact, many of us just strive for the simple...
Get old like a rock star with a living annuity
We all dream about that day when we can stop working and start seeing our lifelong savings work for us. And yet, we so often here stories about...
Retirement planning – 7 mistakes to avoid at all costs
You may think you have everything planned and lined up just right when it comes to your retirement. Or you may not have started investing yet, but you’re...
Retirement Annuity vs. TFSA
Retirement annuities (RAs) and tax free savings accounts (TFSAs) are two savings vehicles offering people tax benefits. However, their structures differ making them suitable for different savings needs....
Financial advice for sexagenarians
The 60s can be the scariest time of your life, especially if your finances are not in order. The age of 60 means you have reached many milestones...